AXA

Driving Efficiency with Dasseti Collect

AXA monitors its 55 manager universe with Dasseti Collect.

To provide the best returns for investors in multi-asset funds, AXA has to maintain clear oversight and visibility over each manager in the portfolio.

Regular and consistent monitoring is essential, but can be repetitive and resource-heavy.

AXA's team in Zurich were looking for a solution that could reduce the level of manual manager and fund monitoring, to drive efficiencies and free up time for value creation.

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SITUATION

AXA’s Zurich based multi-asset team were looking to reduce non value-adding ongoing external manager monitoring tasks, and increase process efficiency & standardisation across multiple asset classes.

SOLUTION

Dasseti's investor platform, Dasseti Collect, transformed information exchanges, with scheduled information requests, automated risk flagging and a standardized, systematic review process.

Dasseti also provided AXA’s team with custom deal flows, and a centralized database to quickly access the most relevant external manager information for each asset class.

IMPACT

AXA migrated a 55 manager universe, including historic data, documents and contacts to Dasseti and had live access to this information within 2 weeks.

Within 4 weeks, custom data views by asset classes (inc. custom data points) were configured and an automated schedule of unique information requests was in motion with external managers.

This reduced time allocated to ongoing monitoring tasks by 50% across the AXA Winterthur team.

DDQ Engine

Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Simple, intuitive and customizable.

Fund and Manager Data Tracking

Set up pre-defined flags and alerts to track risks within funds or managers, across all asset classes.

Workflows and Collaboration Tools

Fully customizable to match your own processes. Allocate tasks, track activities and progress. And see a full audit trail.

Review and Risk Management

Review only the data you want to see in the fully customizable review module. Choose your view as a list, table or time series.

Automated Scoring and Comparison

See how the portfolio looks at a glance, with customizable, automated scoring and comparison.

Analytics and Reporting

Fully customized, automatic report creation in any format. Linked directly to your CRM or database.

Manager Portal

The white-labelled manager portal is user friendly and intuitive. Managers can pre-fill from previous answers or drag and drop where required.

CRM and Document Management

Outlook and SharePoint integrations let you track contacts, emails and shared documents. Enrich your data.